Confidential PE-Backed Professional Services Organization
Phoenix, Arizona (Onsite)
MOGEL has partnered with a leading PE-backed professional services organization in the search for a Chief Financial Officer.
Reporting directly to the CEO, the CFO will serve as a key strategic and operational leader across the business. This individual will oversee all finance and accounting functions while partnering closely with executive leadership, business unit leaders, the Board, and the private equity sponsor to drive performance, scalability, and long-term value creation.
This opportunity is ideal for a finance executive who combines strong technical accounting expertise with executive-level communication skills and the ability to translate financial data into meaningful business insights. The organization is seeking a CFO who thrives in a highly collaborative environment, leads with humility, and enjoys operating both strategically and tactically.
This is an exceptional opportunity to join a high-performing leadership team within a rapidly growing organization recognized as a leader in its industry.
Position Overview
The CFO will be responsible for leading all aspects of the company’s financial operations, including accounting, reporting, forecasting, strategic planning, KPI management, cash flow optimization, and operational finance. In addition to core finance leadership responsibilities, the CFO will serve as a trusted advisor to executive leadership and play an important role in supporting organizational planning, compensation strategy, operational decision-making, and Board communication.
The ideal candidate is both strategic and hands-on — someone capable of operating at the executive level while remaining engaged in the details of the business.
Key Responsibilities
Financial Leadership & Operational Excellence
- Lead all accounting, financial reporting, audit, tax, treasury, and compliance functions
- Ensure timely and accurate GAAP financial reporting
- Maintain strong financial controls and scalable operational processes
- Oversee banking relationships, cash flow management, and forecasting activities
- Ensure smooth execution of payroll, benefits, and compliance responsibilities
- Support the continued professionalization and scaling of the finance function
Strategic Partnership & Executive Advising
- Serve as a strategic advisor to the CEO and executive leadership team
- Provide financial insights and operational analysis that support critical business decisions
- Build and maintain forecasting models, dashboards, and scenario analyses
- Partner with business leaders to improve operational performance and profitability
- Deliver forward-looking financial guidance and recommendations
Board & Private Equity Communication
- Prepare and present clear, concise, and compelling financial reporting materials
- Translate complex financial performance into meaningful business insights
- Support Board meetings, investor communications, and enterprise planning initiatives
- Partner with leadership to proactively address investor and stakeholder questions
KPI Management & Business Performance
- Develop and enhance KPI reporting and performance monitoring processes
- Drive accountability through financial analysis, reporting, and operational metrics
- Partner with leadership to improve business visibility and decision-making
- Recommend and implement metrics aligned with evolving business priorities
Team Leadership & Development
- Lead and mentor a lean, collaborative finance team
- Foster a culture of accountability, responsiveness, and continuous improvement
- Identify process improvements, automation opportunities, and operational efficiencies
- Remain actively engaged in day-to-day finance operations while developing the broader team
Compensation & Workforce Planning Support
- Partner with leadership on compensation planning and workforce modeling
- Support headcount forecasting, incentive planning, and organizational analysis
- Provide analytical support tied to broader people and growth strategies
M&A & Strategic Initiatives
- Support acquisition diligence and integration efforts
- Participate in enterprise-wide strategic projects and operational initiatives
- Assist with commercial contracts, vendor management, and risk assessment activities
Ideal Candidate Profile
The successful candidate will bring strong financial leadership experience within a professional services, consulting, or private equity-backed environment. This individual must possess both technical depth and the executive presence necessary to communicate effectively with senior stakeholders, including Board members and investors.
Qualifications
- CPA (Preferred)
- 15+ years of progressive finance and accounting leadership experience
- Experience within professional services, consulting, or PE-backed organizations strongly preferred
- Proven success operating in both strategic and hands-on leadership capacities
- Strong Board, investor, and executive communication experience
- Deep understanding of GAAP, financial reporting, forecasting, and operational finance
- Experience partnering cross-functionally across HR, legal, tax, and operations
- Strong analytical, financial modeling, and business judgment capabilities
Leadership Characteristics
- Collaborative, low-ego leadership style
- Strong financial storytelling and executive communication skills
- High attention to detail and operational rigor
- Comfortable operating within lean teams and fast-paced environments
- Service-oriented mindset with strong relationship-building abilities
- Able to influence and partner effectively across functions and leadership levels
- Strategic thinker with strong execution capabilities
Compensation & Benefits
- Base Salary: Approximately $250,000–$350,000
- Performance Bonus: 25%–50%
- Equity participation included
- Comprehensive benefits package
Work Environment
- Fully onsite leadership role based in Scottsdale, AZ
- Monday–Friday in-office expectation
- Collaborative, high-performance executive environment
- Typical workload aligned with executive leadership responsibilities
About The Opportunity
This organization has established itself as a recognized leader within its industry and continues to experience strong growth and expansion. Backed by a sophisticated private equity sponsor and supported by an experienced leadership team, the company offers a unique opportunity for a CFO who wants to make a meaningful enterprise-wide impact while helping shape the next phase of growth.
About MOGEL
MOGEL is a specialized recruitment and talent solutions partner supporting high-growth organizations across education, technology, SaaS, and professional services sectors. We partner closely with our clients to identify exceptional leadership talent that drives long-term business success.
Equal Employment Opportunity Statement
MOGEL and our client are equal opportunity employers committed to fostering an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, age, or any other legally protected characteristic in accordance with applicable federal, state, and local laws.
